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 CFA Preparation

Our society supports the efforts of local CFA candidates by sponsoring a variety of CFA exam preparation and review opportunities.  Experienced and respected academicians and investment practitioners coach candidates on CFA curriculum topics, such as securities analysis and investment valuation, financial accounting, quantitative analysis, economics, asset allocation, and portfolio management. Participation in an organized program can complement the self-study design of the CFA Program.

Overview of the CFA Exam and Study Strategies for Success

 Kaplan Schweser Exam Prep

Through our exclusive agreement with Schweser, we are able to offer our candidates a 15% discount on Schweser's comprehensive study tools and instruction. 

Schweser Portal

The attached flyer below provides additional details about the products offered.

Schweser CFA Exam Prep​

 CFA Program

Learn more from CFA Institute about the CFA designation and its significance.


CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by this Society or verify or endorse the pass rates claimed by this Society.  The CFA Institute Logo, CFA® and Chartered Financial Analyst® are just a few of the trademarks owned by CFA Institute.